Jeffrey Welsh
Jeffrey Welsh is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 29 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5 Park Plaza 19th & 20th Fls, [Lt/Sb/Sg-Rbo], Irvine, CA, 92614
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2014Customer Dispute
June 2013Customer Dispute
March 2001Customer Dispute
October 2000Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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